Found 2 blog entries tagged as estate planning.

by Jenn Heller

In the journey that is life, it's all too common to overlook the invaluable aspects we've been granted. In my own experience, I must admit that I had chosen to evade the sobering realization that, inevitably, my parents would not always be a constant presence.

Having those discussions was a task I consistently tried to initiate, urging them to prepare for the future. Aspects such as making a will or trust, streamlining financial accounts, securing access to the safe and deposit boxes, clarifying account co-holders, and more were topics I really tried to cover. Regrettably, they, too, chose to avoid the weight of these matters. Then, in March of 2022, my dad's passing brought an irrefutable reality into focus.

My dad, who had…

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by Jennifer Heller

Estate planning is a crucial process that ensures your assets are distributed according to your wishes, protects your loved ones, and minimizes potential conflicts. In the state of Florida, understanding the key steps involved in estate planning is essential to secure your legacy. In this article, we will discuss five important steps in estate planning, highlighting the significance of seeking professional assistance and emphasizing the need for annual reassessment.

couple estate planning with planner

Step 1: Take Inventory

To begin your estate planning journey, it is vital to create a comprehensive inventory of all your assets and liabilities. This includes your real estate properties, investments, bank accounts, retirement funds, insurance…

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